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Duncker Streett & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Duncker Streett & Co’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-356
Closed -$15.5K – 506
2024
Q4 		$15.5K Buy
+356
New +$15.8K ﹤0.01% 416

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Duncker Streett & Co's AOM Position: Q1 2025 in Review

Duncker Streett & Co sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 356 shares — an estimated $15.5K sold.

Duncker Streett & Co first reported a position in AOM in Q4 2024 and held it in 1 quarter. The position peaked at $15.5K in Q4 2024. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Duncker Streett & Co reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Duncker Streett & Co sold 356 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $15.5K.
  • Duncker Streett & Co first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Duncker Streett & Co's iShares Core Moderate Allocation ETF position peaked at $15.5K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Duncker Streett & Co's 13F filing for Q1 2025, filed 22 Apr 2025.